Sundaram Medium Term Fund NAV & AUM Update: Aug 25
Digital display showing Sundaram Medium Term Fund’s NAV, AUM, and performance metrics.
Key Highlights
Sundaram Medium Term Fund Regular-Growth: NAV at 71.7726, AUM Rs. 33.50 Cr as of Aug 25, 2026. Review performance and risk metrics.
The Sundaram Medium Term Fund Regular-Growth reported a (NAV) of 71.7726 as of August 25, 2026. Its (AUM) stood at Rs. 33.50 crore on the same date.
Performance Overview
The fund’s cumulative returns demonstrate varied performance across different timeframes.
- 1 Month: 0.30%
- 1 Year: 3.82%
- 3 Years: 5.29%
- 5 Years: 4.11%
Asset Holdings and Risk Profile
An examination of the fund’s asset allocation reveals a specific structural approach.
- Equity: 0.00%
- Debt: 0.00%
- Cash: 0.00%
The risk-return matrix for the Sundaram Medium Term Fund Regular-Growth indicates a return of 5.2% against a risk (standard deviation) of 1.55%.
Key Evaluation Metrics
Fund evaluation relies on several quantitative measures to assess performance and risk. These metrics provide a framework for understanding a fund’s market behavior and manager effectiveness.
- Mean Returns
- (fund manager’s ability to outperform the market)
- (portfolio risk relative to the market)
- R-Squared (percentage of fund returns explained by benchmark returns)
- Treynor
- (risk-adjusted performance measures)
- (deviation of returns around the mean)
Peer Fund Landscape
The Sundaram Medium Term Fund operates within a competitive landscape, benchmarked against several peer funds.
- DSP Medium Term -Growth
- Bandhan Medium Duration Fund Regular-Growth
- UTI Medium Duration Fund Regular-Growth
- Invesco India Medium Duration Fund Regular – Growth